Redmont Wealth Advisors’s Invesco S&P Spin-Off ETF CSD Stock Holding History

Redmont Wealth Advisors’s Portfolio CSD Stock Details CSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$45.2K	Hold	453	–	–	0.07%	99
2025 Q3	$42.2K	Hold	453	–	–	0.06%	105
2025 Q2	$38K	Hold	453	–	–	0.06%	113
2025 Q1	$34K	Buy	+453	New	+$37.7K	0.07%	85
2024 Q4	–	Sell	-453	Closed	-$36.4K	–	121
2024 Q3	$36.4K	Sell	453 -139	-23%	-$10.3K	0.06%	104
2024 Q2	$41.2K	Hold	592	–	–	0.06%	96
2024 Q1	$42K	Buy	+592	New	+$38.8K	0.06%	100

Other funds holding CSD

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

IFWM

Institute for Wealth Management Denver, Colorado $938M AUM 29.36% 1-Year Est. Return

OAM

Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PAM

Peak Asset Management Louisville, Colorado $567M AUM 16.44% 1-Year Est. Return

PFC

Phocas Financial Corp Alameda, California $637M AUM 39.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HTI

Hikari Tsushin Inc Tokyo, Japan $1.45B AUM 3.37% 1-Year Est. Return

Redmont Wealth Advisors's CSD Position: Q4 2025 in Review

Redmont Wealth Advisors held its Invesco S&P Spin-Off ETF (CSD) position steady in Q4 2025 at 453 shares worth $45.2K. The position accounts for 0.07% of the portfolio, ranked #99.

Redmont Wealth Advisors first reported a position in CSD in Q1 2024 and has held it in 7 quarters since. 33 funds tracked by Wall St. Rank hold CSD as of Q4 2025.

Redmont Wealth Advisors held 453 shares of Invesco S&P Spin-Off ETF worth $45.2K as of Q4 2025.
Redmont Wealth Advisors left its Invesco S&P Spin-Off ETF share count unchanged in Q4 2025.
Invesco S&P Spin-Off ETF made up 0.07% of Redmont Wealth Advisors's portfolio in Q4 2025, its #99 holding.
Redmont Wealth Advisors first reported a position in Invesco S&P Spin-Off ETF in Q1 2024 and has held it in 7 quarters since.
33 funds tracked by Wall St. Rank held Invesco S&P Spin-Off ETF as of Q4 2025.

Based on Redmont Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.